SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,815 | -7.0% | 12,099 | -2.5% | 0.07% | -9.9% |
| Q2 2023 | $569,449 | +2.5% | 12,409 | -1.8% | 0.08% | -10.0% |
| Q1 2023 | $555,446 | +3.4% | 12,641 | 0.0% | 0.09% | -26.2% |
| Q4 2022 | $537,243 | -8.2% | 12,641 | -16.7% | 0.12% | -21.8% |
| Q3 2022 | $585,000 | -2.8% | 15,177 | 0.0% | 0.16% | +45.8% |
| Q2 2022 | $602,000 | -15.9% | 15,177 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $716,000 | -16.3% | 15,177 | -11.7% | 0.11% | +8.7% |
| Q4 2021 | $855,000 | +7.7% | 17,194 | 0.0% | 0.10% | -9.6% |
| Q3 2021 | $794,000 | – | 17,194 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |